Operations Associate - Dechtman Wealth Management

Hightower • Centennial, CO

7d • $80,000 - $90,000 • Onsite

About The Position

As part of our dedicated wealth management team in Denver, you’ll be joining a practice founded in 1984 and built on three core principles: always acting in the best interest of the client, maintaining transparent communication, and giving every client personalized service. Our team takes pride in creating personalized financial plans tailored to each client’s unique goals, never cookie-cutter solutions and never proprietary product sales. We serve as fiduciaries, offering services ranging from retirement planning to social security analysis. You’ll be part of a collaborative, client-focused environment where success is measured by helping others achieve their financial goals.

Requirements

• 5+ years of experience in financial services or wealth management
• Experience with custodial platforms such as Schwab is strongly preferred
• Understanding of account operations
• Strong attention to detail and ability to execute tasks with precision
• Ability to manage multiple priorities in a fast-paced environment
• Excellent communication and organizational skills
• High level of professionalism and discretion when handling client information
• Proficiency in Microsoft Office Suite and CRM systems
• Client-focused mindset with a commitment to delivering high-quality service
• Proactive problem-solver with a positive attitude
• Ability to work both independently and as part of a team
• You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

• Experience with custodial platforms such as Schwab

Responsibilities

• Process client withdrawals, distributions, and money movements
• Coordinate ACH, wire requests, and check disbursements
• Verify funding availability and ensure proper documentation for all transactions
• Troubleshoot and resolve transaction-related issues with custodians and clients
• Support the team with client service requests
• Assist with account maintenance, service follow-ups, and client inquiries
• Help ensure timely and accurate completion of client requests
• Provide a high level of responsiveness and professionalism in all client interactions
• Prepare paperwork for client accounts and new client accounts
• Maintain accurate client records in CRM and portfolio management systems
• Assist with account linking, beneficiary updates, and banking instructions
• Support reporting and data accuracy across platforms
• Maintain proper documentation for trades, distributions, and client requests
• Assist with compliance tracking for client transactions and correspondence
• Ensure all activities meet firm and regulatory standards
• Collaborate with advisors and team members to ensure smooth daily operations
• Assist with process improvements and operational efficiencies
• Provide backup support for administrative tasks as needed

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed